We’re at one of those weird moments in time. When everything has an odd flavor about it and our starting point is that everything from the government is a lie until proven otherwise.
Can we trust even the most basic of data anymore? If the BLS ‘fibs’ about the McJobs report each month, then why should we trust the EIA to give us accurate US oil production data?
Yet despite all this, the world continues to revolve around the sun and we still have to make decisions about where and how to deploy our wealth and manage our portfolios.
In this week’s episode, Paul and I read the tea leaves to divine where things seem to be headed. While it’s likely there will be a major correction in the future, right now the signs are pointing strongly to a ‘reliquification’ event underway. M2 is growing again, the Yen-Quake has been squashed, and risk assets are merrily bounding up and to the right as they do when new liquidity is applied.
I also point out that ticket sales for this year’s Peak Prosperity Summit end on August 25th (so that our hosting facility can have a final headcount for food and linens and such). So if you have been on the fence, or simply have been waiting, now’s the time to secure your ticket! Click Here For Tickets (and more info)
Tune in for our weekly romp!
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by rosasam1 
